Exporting HR case reports as PDF
Generate and download a formatted PDF report of your case timeline, notes, and resolution.
Built for U.S. employers and small-business HR teams.
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This documentation details a specialized workflow that requires a Solo HR / HR Ops plan active in your organization settings. Explore our Pricing Plans to upgrade your account and unlock this capability in the software.
Key takeaways
- One-click download
- Factual summaries
- Case timeline
- Resolution history
When to export a case report
Use case export when you need a portable summary of the timeline, notes, and resolution for leadership review, offline reference, or secure sharing.
What the export captures
The exported report is most useful when the case record is already up to date.
Check the case before exporting
Review notes, status, and attached context before export so the final PDF reflects the most current version of the case.
What to do before and after this step
Most product help actions are easier when the right context is already in place. Before taking the step on this page, make sure the related case, facts, and people are clear. After finishing it, the next move is usually another workflow step such as checking documents, assigning follow-up, or reviewing a draft.
- Use the help article while working inside a real case or workflow
- Keep the surrounding facts, dates, and documents organized first
- If the result affects sensitive communication, review it before sending or sharing it
Support boundary
This help content explains publicly available product workflows. It does not promise hidden features, custom integrations, legal review, or automated compliance outcomes beyond what the product already does today.
AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.
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Frequently asked questions
What should I review before exporting a case PDF?
Check that notes, status, timeline events, and the final resolution are current so the exported report reflects the right case history.
When is a PDF export useful?
It is useful when HR needs a portable summary for internal review, leadership updates, or other situations where the case timeline needs to be shared outside the live product view.
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Put this guidance into action
AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.
- 14-day full platform access
- Up to 3 active cases
- Up to 30 employee records
- All 7 U.S. case types unlocked
This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.
